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What Advisors Should Know About Divorce

Topic

General Principles of Financial Planning

Program ID

257150

Hours

11.5

Format

Self-Study / Traditional course (50+minutes)

Complexity

Overview

Description

This course covers the financial planning aspects of divorce, including the dividing of assets and debt, the handling of alimony and child support, tax problems, and post-divorce planning. Number of CFP® CE credit hours awarded for this course:

Learning Objectives

As a result of studying the text, you should be able to meet the following learning objectives: • Differentiate between the misconceptions and the truths about divorce and finances. • Recall the main considerations for planning a divorce. • Recognize the emotional hazards that one can face in a divorce. • Recall the treatment of joint property in a divorce settlement. • Recognize the tax implications of divorce. • Recall the laws with respect to the treatment of property, expenses, and debt in a divorce. • Recognize the implications of divorce on retirement benefits. • Differentiate between the roles that financial and legal professionals play as advisors in a divorce. • Define how investments are treated in a divorce. • Define child support and alimony and recognize how these are treated in a divorce. • Recall the primary considerations for negotiating and finalizing a divorce settlement.